Calamos Advisors
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Calamos Advisors’s Wintrust Financial WTFC Stock Holding History

Calamos Advisors’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,300
Closed -$1.16M – 1280
2025
Q4 		$1.16M Sell
8,300
-21,068
-72% -$2.8M ﹤0.01% 673
2025
Q3 		$3.89M Buy
29,368
+13,391
+84% +$1.77M 0.01% 570
2025
Q2 		$1.98M Sell
15,977
-10,537
-40% -$1.21M 0.01% 634
2025
Q1 		$2.98M Buy
26,514
+221
+0.8% +$27.3K 0.01% 560
2024
Q4 		$3.28M Buy
+26,293
New +$3.25M 0.01% 557
2022
Q3 		– Sell
-40,316
Closed -$3.23M – 1348
2022
Q2 		$3.23M Sell
40,316
-37,120
-48% -$3.2M 0.01% 818
2022
Q1 		$7.2M Buy
77,436
+22,936
+42% +$2.23M 0.03% 608
2021
Q4 		$4.95M Buy
+54,500
New +$4.86M 0.02% 713
2019
Q1 		– Sell
-3,230
Closed -$215K – 727
2018
Q4 		$215K Sell
3,230
-100
-3% -$7.6K ﹤0.01% 657
2018
Q3 		$283K Buy
+3,330
New +$296K ﹤0.01% 657

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Advisors's WTFC Position: Q1 2026 in Review

Calamos Advisors sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 8,300 shares — an estimated $1.16M sold.

Calamos Advisors first reported a position in WTFC in Q3 2018 and held it in 10 quarters. The position peaked at $7.2M in Q1 2022. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Calamos Advisors reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Calamos Advisors sold 8,300 Wintrust Financial shares in Q1 2026, an estimated $1.16M.
  • Calamos Advisors first reported a position in Wintrust Financial in Q3 2018 and held it in 10 quarters.
  • Calamos Advisors's Wintrust Financial position peaked at $7.2M in Q1 2022.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.